)
Jacobs Solutions (J) investor relations material
Jacobs Solutions 47th Annual Raymond James Institutional Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and market positioning
Operates in technical advisory, engineering, and program delivery across life sciences, water/environmental, and critical infrastructure verticals.
Strong focus on technology innovation and addressing major global challenges through capital project delivery.
Deep expertise in engineering, with a legacy dating back to the 1940s.
Advanced facilities and AI-driven growth
Data center business, now 3-4% of revenue, is doubling annually, driven by AI and advanced chip requirements.
Engagements have grown from small-scale to large, complex projects with hyperscalers and neocloud providers.
Expertise in power and water supports high-bandwidth memory chip manufacturing and the broader AI ecosystem.
Life sciences and advanced manufacturing
Life sciences generates about $1 billion in service revenue, with growth fueled by AI-driven drug discovery and onshoring.
Focus on tier-one pharma clients, with business growing at high single to low double digits.
Life sciences and advanced manufacturing together make up 25% of revenue, growing at high single digits.
Growth drivers include GLP-1 innovations, Alzheimer's research, and antibody-drug conjugates.
- Record backlog, digital growth, and margin expansion drive strong outlook through 2029.J
Barclays 43rd Annual Industrial Select Conference18 Feb 2026 - Record growth and margin expansion driven by AI, digital, and global delivery initiatives.J
Citi's Global Industrial Tech & Mobility Conference 202617 Feb 2026 - Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook.J
Investor presentation6 Feb 2026 - Q1 FY2026 delivered strong growth, higher earnings, and raised guidance, with PA Consulting acquisition.J
Q1 20263 Feb 2026 - Targets 6%-8% organic growth, 10%+ FCF margin, and digital-led expansion by FY29.J
Investor Day 20253 Feb 2026 - Board elections, executive pay, and auditor ratification passed with strong support.J
AGM 20263 Feb 2026 - Strong Q3 margins, record backlog, and robust cash flow; CMS spin-off on track for September.J
Q3 20242 Feb 2026 - A $14B revenue, $47B backlog leader targets strong growth, margin expansion, and innovation.J
Amentum CMD 20242 Feb 2026 - Strong FY24 results, record backlog, and robust FY25 outlook post-Amentum separation.J
Q4 202413 Jan 2026
Next Jacobs Solutions earnings date
Next Jacobs Solutions earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)